Liontrust Investment Partners’s Progressive PGR Stock Holding History

Liontrust Investment Partners’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$97.2M	Buy	445,001 +133,951	+43%	+$27M	1.43%	25
2026 Q1	$61.7M	Sell	311,050 -26,259	-8%	-$5.42M	1.05%	40
2025 Q4	$76.8M	Buy	+337,309	New	+$76.2M	1.14%	37
2022 Q3	–	Sell	-54,000	Closed	-$6.28M	–	262
2022 Q2	$6.28M	Sell	54,000 -12,000	-18%	-$1.36M	0.09%	130
2022 Q1	$7.52M	Sell	66,000 -5,000	-7%	-$541K	0.1%	98
2021 Q4	$7.29M	Sell	71,000 -12,000	-14%	-$1.15M	0.09%	119
2021 Q3	$7.5M	Buy	+83,000	New	+$7.91M	0.1%	109

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Liontrust Investment Partners's PGR Position: Q2 2026 in Review

Liontrust Investment Partners increased its Progressive (PGR) stake by 43% in Q2 2026, buying an estimated $27M and bringing the position to 445,001 shares worth $97.2M. The position accounts for 1.43% of the portfolio, ranked #25.

Liontrust Investment Partners first reported a position in PGR in Q3 2021 and has held it in 7 quarters since. 1,817 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Liontrust Investment Partners held 445,001 shares of Progressive worth $97.2M as of Q2 2026.
Liontrust Investment Partners bought 133,951 Progressive shares in Q2 2026, an estimated $27M.
Progressive made up 1.43% of Liontrust Investment Partners's portfolio in Q2 2026, its #25 holding.
Liontrust Investment Partners first reported a position in Progressive in Q3 2021 and has held it in 7 quarters since.
1,817 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.